Zach White CFP®, CPA, CFA

Zach serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than a decade of experience in the financial services industry, Zach offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, he worked on the advisory team at a multi-family office serving high-net-worth individuals and families.

Zach earned his Bachelor of Business Administration degrees in finance and accounting and his Master of Accountancy degree from the University of Oklahoma. He holds the Chartered Financial Analyst^® designation, as awarded by the CFA Institute, and is a CERTIFIED FINANCIAL PLANNER^® professional, as designated by the Certified Financial Planner Board of Standards. He is also a Certified Public Accountant.

Zach and his wife, Brittany, have two children: Hawkins and Leyton. In his spare time, Zach enjoys playing sports, traveling and spending time with his family.